| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN | 82-3719843 | — | NONE | $22K | — |
| FRYE & COMPANY, CPAS | 45-4199441 | — | NONE | $12K | — |
| TRANSITION FINANCE STRATEGIES LLC | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $11K | — |
| ESI | — | DELAFIELD, WI | NONE | $11K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
